Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$751K Buy
2025
Q2
$379K Buy
2025
Q1
Sell
2024
Q4
$119K Sell
2024
Q3
$190K Buy
2024
Q2
$180K Sell
2024
Q1
$264K Buy
2023
Q4
$127K Sell
2023
Q3
$176K Buy
2023
Q2
$83K Sell
2023
Q1
$139K Sell
2022
Q4
$220K Buy
2022
Q3
$138K Buy
2022
Q2
$42K Sell
2022
Q1
$68K Buy
2021
Q4
$44K Sell
2021
Q3
$139K Buy
2021
Q2
$89K Buy